HomeMy WebLinkAboutGlobal_Urban_Strategies_Agreement_AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on _________________, by
and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and
Global Urban Strategies, Inc., hereinafter referred to as Consultant.
W I T N E S S E T H:
WHEREAS, the City wants to engage Consultant to furnish on-call communication support services.
WHEREAS, Consultant is qualified to perform this type of service and has submitted a proposal to
do so, which has been accepted by City.
NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and
entered, as first written above, for two years, at the end of the term, there will be an option to extend and
additional one year by mutual written consent.
2. INCORPORATION BY REFERENCE City RFQ for on-call communications support consulting
and Consultant’s proposal dated November 19, 2021, is hereby incorporated in and made a part of this
Agreement and attached as Exhibit A. To the extent that there are any conflicts between the Consultant's
fees and scope of work and the City's terms and conditions, the City's terms and conditions shall prevail
unless specifically agreed otherwise in writing signed by both parties.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and
Consultant shall receive therefor compensation as set for in Exhibit A.
4. CONSULTANT'S OBLIGATIONS. For and in consideration of the payments and Agreements
hereinbefore mentioned to be made and performed by City, Consultant agrees with City to provide services
as set forth in Exhibit A.
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5.AMENDMENTS. Any amendment, modification, or variation from the terms of this
Agreement shall be in writing and shall be effective only upon approval by the Department Head or
City Manager of the City.
6.COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the parties hereto.
No oral agreement, understanding, or representation not reduced to writing and specifically incorporated
herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation
be binding upon the parties hereto.
7.NOTICE. All written notices to the parties hereto shall be sent by United States mail,
postage prepaid by registered or certified mail, addressed as follows:
City Whitney Szentesi
Public Communications Manager
City of San Luis Obispo
990 Palm St.
San Luis Obispo, CA 93401
(wszentes@slocity.org)
Consultant/Consultant Global Urban Strategies, Inc.
2200 S. Fremont Ave., Suite 208
Alhambra, CA 91803
omar@global-urban.com
8.AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and empowered
to execute Agreements for such party.
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IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day
and year first above written.
CITY OF SAN LUIS OBISPO, A Municipal Corporation
By:______________________________
City Manager
APPROVED AS TO FORM:
_________________________________ ________________________________
City Attorney Consultant
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2200 S. Fremont Avenue, Suite 208
Alhambra, CA 91803
www.global-urban.com
Authorized Representative:
Omar E. Hernandez, President
(626) 545-2234 | Fax # (626) 389-5636
Submitted by
Global Urban Strategies, Inc.
Global Urban Strategies, Inc
@globalurbanStrategies
@globalurban.strategies
CITY OF SAN LUIS OBISPO
COMMUNICATIONS
SUPPORT SERVICES
Attn:
Daniel Clancy
990 Palm Street,
San Luis Obispo, CA, 93401
Due date:
November 19, 2021
Exhibit A
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1.COVER
LETTER
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November 19, 2021
Daniel Clancy
Financial Analyst
990 Palm Street,
San Luis Obispo, CA 93401
Dear Mr. Clancy,
Global Urban Strategies, Inc. (Global) is pleased to submit our proposal for communications support
services for the City of San Luis Obispo. Our firm has over 60 years of combined experience partnering with
municipalities to develop their stories and improve their external communications. Our goal is to ensure
that together we simplify and enhance your messages.
Our clients typically have difficulty developing a simple message that conveys both the problem and the
solutions taken to address those problems. Being a Certified Small Business and a Disabled Business
Enterprise, we understand the need to maximize the messaging by simplifying it; if you confuse the message,
you will lose the message.
Our firm delivers results that will enable you to improve and simplify your message, reach your communication
and marketing goals, and optimize internal and external communications. Together we will develop the
messaging, and Global will deliver it by leveraging traditional, non-traditional, and digital media. We have the
experience, personnel and resources necessary to assist you within a limited span of time.
We are confident that we can guide your outreach and public engagement efforts in a manner that exceeds
your expectations. If you or any team member have any questions or require additional information, please
do not hesitate to contact me, Omar E. Hernandez, at (626) 545-2234 or at Omar@Global-Urban.com.
Respectfully,
Omar E. Hernandez
President
Global Urban Strategies, Inc.
2200 S. Fremont Avenue, Suite 208
Alhambra, CA 91803
omar@global-urban.com
Phone: (626) 545-2234 | Fax # (626) 389-5636
www.global-urban.com
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TABLE OF
CONTENTS
1. Cover Letter
2. Relevant Experience of Key Personnel and the Firm
a. Key Personnel Experience.
b. Firm Experience.
c. General Firm Information.
3. Fee Structure
4. Client References
p. 05
p. 02
p.15
p.17
p.18
p.20
p. 06
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2.RELEVANT
EXPERIENCE
OF KEY
PERSONNEL
AND THE FIRM
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06 Steven LyPartnersteven@global-urban.comOmar E. HernandezPresident / Project Manageromar@global-urban.comKatherine FuentesGraphic Ar�stkat@global-urban.comAngélica MejíaGraphic Ar�stangie@global-urban.comJackeline LandaArt Directorjackie@global-urban.comNora GaitanAdministra�onnora@global-urban.comKelly PetersonWriter and Editorkelly@global-urban.com Cinthia IniguezCommunity Liaisoncinthia@global-urban.comKEY PERSONNEL EXPERIENCEDocuSign Envelope ID: 7C23C4A2-7FD2-4231-AA60-231CB03FEEDC
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A bilingual professional with over twenty-three years of experience
leading companies that specialize in the fields of governmental
advocacy, project management, business administration, strategic
planning, marketing, community engagement and education.
Excellent interpersonal, analytical and organizational skills.
OMAR E. HERNANDEZ
PRESIDENT
EDUCATION
University of Southern
California, Los Angeles, CA.
Master of Business
Administration
University of Southern
California, Los Angeles, CA.
Political Science, Minor
Business
East Los Angeles College,
Monterey Park, CA.
General Education
Requirements
Media Buying Academy
Dale Carnegie Professional
Development Course
USC Bridges to Business
Certification
LANGUAGES
Has administered Home
Improvement Programs, First
Time Homebuyers Programs
and Mobile Home Repair
Programs for over 15 years. He
has personally overseen projects
over 400 loans utilizing Home,
CDBG and CalHome funding.
Spearheaded projects that
intertwined various sectors
for a diverse group of clients
throughout California. Has
successfully contributed to the
development of over 1.2 billion
dollars’ worth of housing and
commercial projects in which
we were retained to provide
outreach and education to
the community; obtained
entitlements and sought
community engagement while
ensuring that stakeholders on
the various projects were well
versed on all relevant project
matters.
Assists multiple municipalities,
private businesses and non-
profits within California to
advocate for their issues and
concerns to numerous state and
federal agencies.
Provided clients innovative,
technology driven solutions that
enhanced their data collection
methods and improved their
analytic based decision making.
Conducted a multitude of
public scoping, and design
charrettes that were engaging
and deciphered the community’s
wants versus their needs.
Provided strategic consulting
and crisis communications
consulting to clients that
were undergoing various
organizational losses caused by
internal and external factors.
Facilitated community
engagement on various
contentious projects whose
Environmental Impact Reports
necessitated the need for a more
comprehensive multilingual
communications and
educational strategy.
Developed coalition of cities
within the San Gabriel Valley
to advocate on behalf of the
Eastside Gold line Extension
Phase 2. Successfully assisted in
the development of the MOU’s
between 6 cities and created
a collaborative spending plan
to split costs equally. Was
able to bring the community,
stakeholders and community-
based organizations to advocate
on behalf of the project.
PROFESSIONAL EXPERIENCE
Global Urban Strategies, Inc. August 2004-Present
President/ Project Manager
SpanishEnglish
KEY PERSONNEL EXPERIENCE
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RECOGNITIONS AND AWARDS
Perfectly Planned Marketing, Inc. October 2000- March 2005
President/ Chief Executive Officer
United States Marine Corps. May 1989-February 1995
Sergeant, Forward Observer
Started and successfully administered a full-service political, marketing,
advertising and public relations firm with 43 full-time staff members.
Completed various contracts for clients including the U.S.
Department of Agriculture, Kaiser Permanente, Lincoln Hospital,
Regency Outdoor, Clinica Medica Familiar, Margarita Jones,
LLC, Laugh Out Loud, LLC, Padres Contra el Cancer, Prosperity
Records, Baca and Associates, PriMed Medical Group and the Los
Angeles Unified School District, La Terra Development, Valley Vista
Services, and the Assembly member Marco Antonio Firebaugh.
(4) Dean’s Award (3.5 or higher) · President’s Award (3.5 or higher, 3 consecutive semesters)
United Nations Medal · Kuwait Liberation Medal · (2) Good Conduct Medal
Meritorious Unit Citation ·National Defense Medal · (2) Meritorious Masts
Certificate of Appreciation (USC MAAA) · Honorable Discharge · Award of Merit (LA County)
(3) Commendations (LA County) · (2) Certificates of Appreciation (City of Los Angeles)
Certificate of Recognition (50th Assembly District)
Certificate of Recognition (57th Assembly District) Certificate of Recognition (30th Senate District)
Certificate of Recognition (22nd Senate District)
COMPUTER SKILLS
Platforms: Windows,
Macintosh
Tools: Adobe (Photoshop,
Illustrator, Premier), Pro-
Tools, Microsoft (Word,
Excel, PowerPoint,
FrontPage, Outlook,
Access, OneNote, Publisher,
Project), SmartComment,
QuarkXPress, FileMaker
Pro, Act.
Coordinated and directed strategic weaponry upon military targets as the advanced forward observer.
Was responsible for the leadership, development, logistical and operational well-being of 300 marines.
As a non-commissioned officer was responsible for the implementation of directives given by company
commanders, instructed and disciplined Marines in hostile and non-hostile territories.
Disabled Veteran- Deployed to Operations Desert Shield/Storm (Gulf War) and Operation Restore Hope
(Somalia).
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The United States Army Reserve
provides augmented military
support to the country’s defense.
Soldiers generally train one
weekend a month and two
weeks a year in preparation to
serve the country as needed.
Company Commander
Leads a 160 man section,
directly supervising 6 section
(department) leaders to ensure
readiness, training, and Soldier
development standards.
Platoon Leader
Leads a 40 man section and
directly supervising 4 supervisors
(Squad Leaders) to ensure Soldier
readiness and training standards
are met.
Oversees and responsible for $50
million of assigned equipment
and vehicles with no loss or
significant damage.
Certified Environmental Officer,
capable of evaluating and
validating base utilities and
setup.
United States Army Reserve 2014 - Current
With over 15 years of corporate, non-profit, and government
experience, Steven Ly has coordinated and facilitated over 100
workshops, community events, and townhalls. He is also experienced
in coordinating press support, coalition engagement and grassroots
development. Bilingual in Chinese (spoken Cantonese and
Mandarin), he is able to also interact and communicate with the
fastest growing non-English speaking demographic in California.
B.A. Degree in Political
Science and Public Policy
UCLA
2003 to 2007
U.S. Army Environmental
Officer Certification
2019
Global Urban Strategies, Inc. September 2017-Present
Partner
Mr. Ly manages Global Urban
Strategies outreach, public affairs
and research support for clients
on public works, transportation
and infrastructure policy and
issues. Since joining Global, Mr.
Ly has coordinated four public
work grants, managed two
client cities’ air quality issues,
and managed water policy for its
clients.
Mr. Ly manages Global Urban
Strategies Asian/Pacific Islander
(API) outreach strategies. He is
critical to the communications
efforts for our team as we
communicate our clients’ needs
and services to the number one
growing demographic in the
United States.
Currently represents two
statewide member (501c6)
associations, providing staff
support and public affairs
consulting as needed with
regulatory and legislative bodies.
STEVEN LY
PARTNER / COMMUNITY LIAISON
EDUCATION
LANGUAGES
ChineseEnglish
PROFESSIONAL EXPERIENCE
KEY PERSONNEL EXPERIENCE
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Coordinated efforts with Port of Long Beach and City
of Long Beach on water quality and infrastructure as it
relates to business mandates
Served as the chief lobbyist on behalf of the Chamber’s
membership: analyzing, coordinating positions and
advocating on over 100 legislative and regulatory
proposals at the federal, state and local levels.
Worked with Board Chairman and board members to
preserve the Enterprise-Zones Tax Credit program in
the state budget through meetings with legislators
and Governor’s finance department.
A local government relations and political consulting
firm whose clients include Walmart, Construction
Industry on Air and Water Quality, and local elected
officials.
Provided staff support and policy research for the
Construction Industry on Air Quality and Construction
Industry on Water Quality.
Lobbied, consulted, attended and spoke at public
meetings, and developed working relations with
various community groups and leaders in Rosemead
to for a Fortune 500 retail company.
Designed, drafted, and edited memos, campaign
literature, press releases, brochures, and other
statements to correspond to our stances and
candidates.
San Gabriel Valley Regional Chamber of Commerce 2009-2014
The Regional Chamber is the business voice for
the San Gabriel Valley region. The Chamber is
provides membership resources, events and a robust
government advocacy program.
Chief Executive Officer
Implemented strategies that were developed with
a 15-member board which led to the elimination of
chamber debt, an increase in profitability from events,
and increase in membership.
Established the region’s first-ever and profitable Green
Business Conference, bringing together business and
community stakeholders to showcase regulatory
updates and program incentives
Managed member-businesses positions and policies
with cities, the South Coast Air Quality Management
District and the Regional Water Quality Control Board
– Los Angeles
Government Affairs Manager
Developed and managed the chamber’s government
affairs program, including drafting white papers,
advocacy articles, and press releases on over 100
legislative and regulatory proposals.
Created and published the region’s first-ever annual
legislative scorecard, which provided grading of local
elected officials’ positions.
Long Beach Area Chamber of Commerce 2008 – 2009
Vice President of Public Policy
Lewis and Company 2005 – 2007
Marketing and Outreach Coordinator
This Chamber is the premier business resource and advocacy organization for Long Beach area.
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Bachelor of Arts
California State University,
Los Angeles
Los Angeles, CA
Sociology option in Law
and Society
07/2021
Honors: cum laude
Dean’s List Honoree
(Fall 2019) (Fall 2020)
(Spring 2021)
Associate of Arts
East Los Angeles College
Monterey Park, CA
General Studies: Social
and Behavioral Sciences,
06/2019
Shakey’s Pizza Parlor October 2019- Current
Assistant Manager
Complete at home projects.
Reach out and find resources for organization.
Create online platforms for students.
Hillsides March 2020-May 2020
Sociology Internship
CINTHIA INIGUEZ
COMMUNITY LIAISON
EDUCATION PROFESSIONAL EXPERIENCE
Monitor and supervise day-
to-day restaurant and shift
operations.
Take food, supply and
merchandise inventory and
place orders to restock.
Create, maintain, and enter
information into databases.
Hold interviews, hire and
complete paperwork.
Collaborate with General
Manager to manage cost and
deliver store performance.
Train and coach shift leaders
and team member to execute
company policies.
Create weekly shift schedule
for management and team
members.
Mentor staff to enhance skills
and achieve daily targets, using
hands-on and motivational
leadership.
LANGUAGES
SpanishEnglish
KEY PERSONNEL EXPERIENCE
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Time management
Customer relations
Bilingual (English/Spanish)
Orientating and training
Business development
Problem-solving abilities
High-energy attitude
Delegate and Mediate
Detail oriented
Written and Oral
Communication
Microsoft Office
Stocked server areas with
supplies before, during and
after shifts.
Checked on guests to verify
satisfaction with meals and
suggested additional items to
increase restaurant sales.
Maintained accuracy while
handling payments, giving
change.
Stored food in designated
areas following wrapping,
dating, food safety and
rotation procedures.
Communicated with seated
guests for outstanding
customer service.
Immediately bussed tables
when guests left to prepare for
next group.
Shakey’s Pizza Parlor April 2014- April 2016
Waitress
New Store Opening (NSO)
Team
Trained and developed a
new team in Escondido, CA
for the grand opening of
a new Shakey’s corporate
store.
Apprenticeship Program
Program develops current
restaurant and food
service employees with the
opportunity to advance
their careers.
SKILLS
ACCOMPLISHMENTS
Maintain proper food handling
procedures.
Use computers for various
applications, such as MS Word,
Excel and Outlook.
Collect and deposit money.
Enter invoices, keep records of
collections and disbursements.
Set up and manage paper or
electronic filing systems.
Complete forms in accordance
with company procedures.
Positioned skilled staff in
key areas throughout shift
to optimize department
productivity.
Complied with company
safety procedures, policies and
regulations to promote safe
working environment.
Delegated tasks to employees
and monitored activities and
task completion.
Shakey’s Pizza Parlor April 2016- October 2019
Shift Leader
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A talented and highly creative Art Director with extensive experience
leading teams focused to deliver effective collateral designs and
communications support. Ms. Landa’s collaborative spirit and
interpersonal skills make her a dynamic team player with well-developed
written and verbal communication skills. She is a passionate and innovative
content creator of marketing and community outreach campaigns.
JACKELINE LANDA
ART DIRECTOR
Masters in
Communication, Central
American University Jose
Simeon Cañas
Bachelor’s Degree
in Graphic Design,
Don Bosco University
(Specialization in
Marketing)
Postgraduate in Strategic
Management, Central
American University Jose
Simeon Cañas
EDUCATION PROFESSIONAL EXPERIENCE
Global Urban Strategies, Inc. 2018 – Present
Art Director
Advertising Graphic Arts 2016 – 2018
Account Executive
Provides artistic direction for
projects of various scales and
end products for print and digital
media.
Experienced in the conceptual
development of marketing
campaigns that incorporate
design elements, branding
integration, digital, and social
media platforms.
Incorporated infographics
to visually convey complex
messages into easy to
understand graphics.
Transconsfigures the visual
identity for multiple clients.
Develops community-friendly
messaging that accounts for
economic and social messaging.
Develops collateral material to
effectively garner community
participation for multiple
projects and stakeholder events.
Developed a highly skilled
knowledge in 4-color (CMYK),
spot or PMS color printing, color
matching, varnish, high-end
finishes, type of papers, file setup
and print proofing to be able to
advise their customers.
Provided personalized support
to customers to meet their
specific needs.
Built a strong communication
with the press production,
delivering clear instructions,
helping both the Company and
clients to optimize their time
management.
Followed up each project in
process to ensure quality and
deadline were being met.
LANGUAGES
SpanishEnglish
KEY PERSONNEL EXPERIENCE
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TexOps (International Textile Company) 2011 - 2014
Graphic Designer / Digital Printing Technician
Developed the internal Digital Printing area and established the Print area department.
Highly trained digital printing technician. Trained team in color profiling, print files setup, printing software
administration, printer maintenance, and sublimation.
Deadline-driven for the printing process to meet the brand release timelines.
Independent Contractor 2015 – 2016
Created various graphic design materials: branding, editorial design,
packaging, web design, and animation projects.
Developed training in color profiling, digital printing, printing software
and sublimation for textile companies.
Taught typography courses to graphic design students, focused
on functional eye-catching design, applied to brands, newspapers,
magazines, and advertising.
COMPUTER SKILLS
Platform: Mac OSX &
Windows
Tools: Adobe Illustrator,
Photoshop, InDesign, After
Effects, Ergosoft TexPrint
14, Microsoft Word, Excel,
PowerPoint.
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On January 14, 2020, a Delta-owned-and-operated airplane inadvertently dropped its fuel over the Southeast
Los Angeles community, primarily affecting the City of Cudahy, some neighboring cities, schools, and other
institutions. Global Urban Strategies, Inc (Global) was retained by the City of Cudahy to provide emergency
crisis support, communications, and media engagement on behalf of the City. City officials briefed the Global
team regarding the incidents that led to and after the Delta jet dumping of the fuel over the City. The brief
included information about the impacted schools within the area. Based on that information, Global began
strategizing, planning, and executing responses in support of, and on behalf of, the City.
1 Crisis Management – Delta Fuel Dump Crisis
City of Cudahy
The Global team responded quickly and managed the media, as well as other tasks at hand, that included but
not limited to:
• Media Engagement/Coordination
• Collateral materials
• Canvassing
• Elected Officials Engagement
• Organized Community Town Hall within one
week
1
SENATOR BILL GREENE SPORTS COMPLEX
APRIL 2020
https://achieve.lausd.net/resources
https://www.informedimmigrant.com/guides/coronavirus/
http://mwdh2o.com/PDF_NewsRoom/COVID-19_FAQ.pdf#search=covid%2D19
https://dcba.lacounty.gov/portfolio/price-gouging/
https://www.socalgas.com/coronavirus
https://www.sce.com/safety/coronavirus
https://2020census.gov/en/response-rates.html
https://americassbdc.org/coronavirus-information/
https://www.uschamber.com/co/small-business-coronavirus
https://www.instagram.com/cityofcudahyca/
https://www.facebook.com/CityofCudahy/
https://twitter.com/CityOfCudahyCA
/www.gov.ca.gov/wp-content/uploads/2020/03/3.27.20-EO-N-37-20.pdf
The City of Cudahy
stands behind its motto:
Open Minds, Open Doors.
During the COVID-19 health pandemic, we
commend all city residents and business
owners for stepping up and embracing their
new roles and responsibilities. Due to new
mandates issued by local, State, and Federal
authorities, we have witnessed parents
preparing to homeschool their children,
businesses donating goods to support those
times of their own. Despite their problems,
many continue to volunteer time to
distribute meals to students, families, and
senior citizens. Together our community is
uniting to honor our motto: Open Minds,
Open Doors.
diligently during the COVID-19 crisis to keep
residents informed despite City Hall not
being open to the public. To protect the
health of the community and your City
employees, all city events are postponed; the
senior center and recreational facilities are
closed. However, we are being proactive and
coordinating several activities, including
caring for our senior citizens by delivering
free meals, as well as distributing thousands
of Grab & Go lunches at Ellen Ochoa Learning
Mayor and City Council are tracking and
advocating for policies to protect against
evictions and to protect our community from
working with state and federal leaders to
review the $2 trillion federal stimulus
millions of people and business owners. We
are analyzing the stimulus to identify every
dollar that belongs to Cudahy.
community resources immediately available
to all in need:
meals for delivery to all Cudahy senior
citizens over the age of 65. Please contact
Cudahy Parks & Recreation Department
at (323) 773-5143, ext. 232, or email
vsantiago@cityofcudahyca.gov.
The City, in partnership with Innovative
College” webinar for parents/students on
Friday, April 3rd, from 6:30 pm - 7:30 pm.
We will keep you informed on future
webinars.
The City of Cudahy lifted the overnight
parking restrictions until April 20th, 2020.
provides free Grab & Go Meals to all
students in Southeast Los Angeles.
Daily free Grab & Go Meals for
community members of all ages courtesy
of City of Youth, Centro Evangelista
Ebenezer & Southeast Rio Vista YMCA of
Maywood. Available from 1:00 pm - 2:00
pm, while supplies last.
The City has set-up hotlines for Cudahy
residents. Feel free to call the Senior
Hotline at 323-306-5154 or Weekend
Hotline at 323-282-5604 if you have
questions or concerns.
Follow us on social media to learn more
about what we have planned for Easter.
resources and reporting on COVID-19 to
ensure our community remains informed. We
invite you to follow us on social media and to
let us know how we may continue to support
you. Information will continue to be shared
daily via our social media platforms and our
website. Should you like to opt-in to our
e-newsletter, please email
info@cityofcudahyca.gov with your contact
information, including your email address,
and we will add you to our mailing list. Please note the information in the e-newsletter is
subject to change without notice.
Stay up to date and informed
through our social media platforms.
On March 27, 2020, Governor Newsom issued Executive Order
N-37-20 which suspends a landlord’s ability to evict a tenant
Click here for more information on Executive Order N-37-20.
RESOURCES
LA County emphasizes protections for tenants COVID-19
Have questions you can call the County Operator at (213)
974-1234
Resources for Immigrants during COVID-19 crisis
UTILITIES
Central Basin Municipal Water District Frequently Asked
Questions About COVID-19 and Water Supply
Price Gouging
SoCalGas COVID-19 Support & Response for Customers
Southern California Edison Resources during COVID-19
CENSUS 2020
Get Counted Census 2020
SMALL BUSINESS:
Available Small Business Resources during COVID-19 crisis
COVID-19 Small Business Guide
State of California
Moratorium on Evictions
OPEN MINDS. OPEN DOORS.
www.cityofcudahy.com
@CityofCudahy
@CityofCudahyCA
@CityofCudahyCA
For more information, please call Cudahy City Hall at 323-773-5143.
TheSeniorFood Program
Southeast Rio VistaYMCA
(323) 588-2256
4801 E. 58th Street
Maywood
South Gate ParkSenior Center
(323) 357-9662
4855 Tweedy Blvd
South Gate
Bell GardensSenior Center
(562) 334-1779
6722 Clara Street
South Gate
Beginning Wednesday, March 18th,Seniors will be able to pick up to 10 frozen/shelf stable meals at the following locations:
FIRM EXPERIENCE
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16
The California Contract Cities Association (CCCA), a
73-member municipal organization, retained Global
in 2017 to develop and manage its branding and
graphics campaign. Global’s art and branding team
manage CCCA’s complete portfolio of designs to
include the association’s events and conferences,
meetings, advocacy programs, special events, and
day-to-day collateral. The ongoing project included
a complete overhaul and rebranding campaign to
realign the organization to a modern design for
everything from business cards to printed and digital
campaigns. Since the start of the contract, Global
has designed over 1,000 different graphics and
brands, including providing live-time support for
presentations and engagement opportunities. Global
also led the branding campaign for CCCA’s signature
Spring Conferences, Fall Conference, Sacramento
Legislative Advocacy Days, and other events.
2 California Contract Cities Association
Branding and Graphic Design Campaign
FIRM EXPERIENCE
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17
In early 2021, The City of Oceanside retained Global to help coordinate the public outreach and engagement
and the overall grant application for the largest open space project in the City, the El Corazon Park site. Global
was able to work with the City to ensure public outreach efforts would engage all communities while being
conducted in a format that would acknowledge the current global pandemic environment.
Global hosted five public (virtual) design charettes with the City, which saw over 200 residents participate in a
bi-lingual setting and simulcast. Global also designed and distributed four surveys having over 4000 responses
in two languages as part of the outreach. The result was a successful grant submission that exceeded public
engagement requirements while fully integrating public input in the overall park design and amenities.
3 City of Oceanside
Proposition 68/El Corazon Park (Site 1)
GENERAL FIRM INFORMATION:
Local Company (headquarters):
2200 S. Fremont Avenue, Suite 208
Alhambra, CA 91803
Telephone Numbers:
Phone: (626) 545-2234
Fax # (626) 389-5636
Legal name
Global Urban Strategies, Inc.Year Founded
2016
Business entity status:
C - Corporation.
Number of employees:
13 Employees
FIRM EXPERIENCE
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3.FEE STRUCTURE
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The hourly fees above are all-inclusive.
MAILING FEES
Cost Plus 15%
Cost Plus 15%
Omar E. Hernandez
Steven Ly $130
SENIOR STAFF
Cinthia Iniguez $100
COMMUNITY LIAISON
Kelly Peterson $100
WRITER AND EDITOR
Nora Gaitan $65
ADMINISTRATION SUPPORT
Jackeline Landa
Katherine Fuentes
Angelica Mejia
$90
$80
$75
GRAPHIC DESIGN
REPRODUCTION FEES
Paper Size 8.5” x 11”
(B/W)
$0.65 cents per page
$0.18 cents per page
(Color)
BINDING FEES
FEE STRUCTURE
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4.REFERENCES
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CLIENT REFERENCES
City of Bell Gardens
City of El Monte
City of Rosemead
Michael O’Kelly / City Manager
Alma Martinez / City Manager
Gloria Molleda / City Manager
(562) 806-7702
(818) 400-4995
(818) 400-4995
7100 Garfield Ave.
11333 Valley Blvd.
8838 E Valley Blvd.
Bell Gardens, CA 90201
El Monte, CA 91731
Rosemead, CA 91770
Obtained over 16 million dollars in funding on behalf of the the City
in a year and a half. Developed community outreach forums and
design charrettes. Created renderings and graphic design elements
to assist with the publicity of projects and events. Manage the
CalHome Program on behalf of the City. Cost: $200,000 / Year
Type of Service Provided: Grant Writing, Community Engagement,
Graphic Design, Grant Administration.
Developed press releases, external communications and graphic
design. Wrote talking points for speeches on various topics. Engaged
the community to obtain consensus on contentious issues within
the City. Cost: $80,000 / Year
Type of Service Provided: Grant Writing, Communications
Consultant, Graphic Design, and Community Engagement.
Developed graphic designs and communications, assisted the City
in obtaining State and Federal funding for parks and transportation
projects. Established and facilitated the community engagements
for various projects. Cost: $50,000 / Year
Type of Service Provided: Graphic Design, Grant Writing, Community
Engagement, Transportation Liaison.
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Global Urban Strategies, Inc
@globalurbanStrategies
@globalurban.strategies
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Notice requesting qualifications (RFQ) for on-call consulting for communications support services.
The City of San Luis Obispo is requesting proposals from qualified vendors to furnish communications support
services. All proposers must register with BidSync at www.BidSync.com, where proposers can obtain
RFQ packages and submit questions.
All firms interested in receiving further correspondence regarding this Request for Qualifications (RFQ)
will be required to complete a free registration using BidSync ( https://www.bidsync.com/bidsync-
appweb/vendor/register/Login.xhtml). All proposals must be on BidSync at or before 3:00 PM on
November 19, 2021, when they are opened electronically on BidSync.
The preferred method for bid submission is electronic via BidSync. However, if you wish to submit a paper
copy, please submit it in a sealed envelope to the Department of Finance, City of San Luis Obispo, 990
Palm Street, San Luis Obispo, CA, 93401.
Specification packages and additional information may be obtained at the City's BidSync website at
www.BidSync.com. Please contact Dan Clancy at dclancy@slocity.org with questions.
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Section A
DESCRIPTION OF WORK
The City of San Luis Obispo ("City") seeks qualifications for communications support services to
enhance community outreach and engagement through more robust and coordinated communication
functions within the City.
I. GENERAL
The goal is to ensure mutually beneficial, two-way communication with external (such as residents, non-
profit service providers, business owners and operators, business community representatives, other
governmental agencies, among others) and internal audiences about City issues and services, leading to
a more responsive government and a high level of public confidence. It is anticipated that the outcome
from this effort will be increased community satisfaction with City communication.
Currently, the use of contract services helps to streamline communication processes to get
important information to community members more quickly and, internally, to ensure effective and
efficient exchange of information between City departments and employees. The focus of the
consultant work will continue to be on communication planning, content creation, community and
media outreach training, strategic communications counsel, and support on emergent communications
issues as needed.
The Consultant will work through a single point of contact in the City's Administration Department, such
as the Public Communications Manager or their designee. A sample scope of work is provided; however,
final scopes of work will be determined with the selected Consultant as a part of any contract during
negotiations.
II. SCOPE OF WORK
1. Strategic public outreach, information and engagement planning
2. Public information distribution
3. Emergency communications services
4. Brand awareness strategies
5. Media planning and buying
6. Small projects - content creation, including
a. Full-service graphic design
b. Light graphic design projects
c. Video and photography production
d. Key messages development
e. Speechwriting and editorial content
f. Media relations and news releases
g. Informational, educational, social media posts
7. Construction project information facilitation
8. Stakeholder engagement and information gathering
III. SUBMITTAL CONTENT
1. Letter of Interest (5-page maximum). Please include in the submittal a letter introducing the
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Consultant and expressing the Consultant's interest in being considered for on-call consulting
services, clearly identifying the applicable sub-area(s) of interest. The letter of interest should
also include all of the following:
a. Provide the name of the entity, its mailing address, telephone, facsimile number. Please
describe the organization.
b. Indicate that the Consultant has the availability and time to dedicate the personnel and
resources necessary to provide on-call consulting services.
c. Indicate that the Consultant has the minimum qualifications listed in Section III above.
d. Indicate the intention of the Consultant to adhere to the provisions described in the RFQ.
e. If selected to provide on-call consulting services, the Consultant will be expected to sign a
service provider agreement with the City.
f. Please identify the contact person responsible for the submittal, specifying the name, title,
and contact information.
g. Please note that the person signing the letter of interest must be a legal representative
of the Consultant authorized to bind the Consultant to an agreement in the event of an
award.
2. Relevant Experience of Key Personnel and the Firm (10-page maximum).
a. Key Personnel Experience. The submittal must identify the key personnel that is to be assigned
if awarded a contract, detailing their qualifications, areas of expertise, a summary of their past
experience performing similar services for other jurisdictions, and a resume of each key
personnel, including experience working with City staff, local San Luis Obispo community
groups and decision-makers, and regional partner agencies.
b. Firm Experience. The submittal must describe the Firm's pertinent project experience, including
a list of performed relevant projects, past performance, individual or team accomplishments, and
examples of similar work for San Luis Obispo or neighboring jurisdictions in California, including
experience working with City staff, local San Luis Obispo community groups and decision-makers,
and regional partner agencies.
c. General Firm Information. General firm information including the number of employees,
location of firm headquarters, branch offices, and the number of years in business may also
be provided. Please note that general firm information is not a substitute for the specific
information requested in Sections IV.2.a and b above.
3. Fee Structure. Please include a clear and comprehensive fee schedule, including a detailed
statement of hourly rates for all positions and classifications of individuals involved and
reimbursable expenses. Please also include the rates for a project-by-project basis, as noted in the
sample Scope of Work above.
4. Client References. Consultants must provide a minimum of three (3) client references.
IV. ADDITIONAL SERVICES
If there are related services not otherwise identified in the City's RFQ, the Proposer may offer those to
the City. Proposals are not required to address any additional services in order to be considered an
acceptable proposal. However, the final selection of the successful Proposer may be based on the
desirability of the additional services offered.
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V. SELECTION PROCESS
Submittals received by the deadline will be reviewed by a selection panel comprised of City staff who
have relevant knowledge and experience. The panel will score the proposals based upon the
qualification materials submitted according to the following criteria:
1. Letter of Interest. Availability demonstrated the capacity and qualifications necessary to
provide the consulting services specified in the RFQ. Ability to meet standard City contract
and insurance requirements.
2. Relevant Experience.
a. Demonstrated ability, based on consultant experience and specific experience of key
personnel, to provide technical assistance on the types of tasks listed in the
RFQ. Consultants need not necessarily be experts in every task in a given sub-area in
order to achieve a favorable score.
b. Prior experience, including the ability to work with City staff, local San Luis Obispo
community groups and decision-makers, and regional partner agencies. (30 Points
Maximum)
3. Responsiveness to the RFQ. Presentation, completeness, and clarity of information
provided.
4. Fee Structure. The Consultant's cost competitiveness and reasonableness. (20 Points
Maximum)
5. Client References. (Pass/Fail)
The submittals will be scored on a zero to 100-point scale, excluding bonus points. Consultants who
qualify will be placed on the list of qualified on-call consultants for each subarea. Placement on the list of
qualified on-call consultants is not a guarantee of work and does not constitute a commitment by the
City to enter into a contract with the Consultant. As appropriate, the City may conduct an additional
competitive process (e.g., solicit bids or issue Requests for Proposals) prior to awarding contracts. The
City anticipates that all services will be on an as-needed or on-call basis.
IV. ADDITIONAL TERMS AND CONDITIONS
A. Nondiscrimination. The City will not discriminate against any interested consultant on the
grounds of race, religious creed, color, national origin, ancestry, handicap, disability, marital
status, pregnancy, sex, age, or sexual orientation.
B. Cit y's Right to Mod if y RFQ. The City reserves the right at its sole discretion to modify this RFQ
(including but not limited to the selection criteria) should the City deem that it is in its best
interests to do so. Any changes to the proposal requirements will be made by written
addendum. The failure of a consultant to read the latest addendums shall have no effect on the
validity of such modification.
C. Cit y's Right to Cancel RFQ. The City reserves the right at its sole discretion to cancel this RFQ in
part or in its entirety should the City deem that it is in the City's best interests to do so.
D. Cit y's Right to Reject All Submittals. The City reserves the right, in its sole discretion, to reject
all submittals should the City deem that it is in its best interests to do so.
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E. Cit y's Right to Ext en d RFQ D eadlines. The City reserves the right to extend the deadline for
submittals by written addendum should the City deem that it is in its best interests to do so.
F. City Right to Negotiate With Consultants. The City reserves the right to negotiate with the
consultants on the list of qualified on-call consultants regarding their exceptions to the
standard service provider agreement, if any, or regarding other price and terms in their
submittals and to require the selected Consultant to submit such technical, price, or other
revisions of their submittals as may result from negotiations.
G. Standard Form Service Provider Agreement & Insurance. Consultants acknowledge that
placement on the list of qualified on-call consultants does not commit the City to award a
contract. For any project, the City reserves the right to award a contract to consultants
(1) that are on the list of qualified on-call consultants; (2) that have an existing contract with
the City, or (3) that are selected through a separate competitive process.
Consultants on the list of qualified on-call consultants who are awarded a contract will be
expected to sign a service provider agreement with the City. The standard service provider
agreement and associated insurance requirements are attached as Attachment B.
Comments or exceptions, if any, to the standard service provider agreement and/or insurance
requirements must be noted in the Letter of Interest. It is understood that consultants have
reviewed the service provider agreement (Attachment B) and will take exception only to those
items identified in their Letter of Interest.
Neither review of the submittal by the City nor placement on the list of qualified on-call
consultants constitutes an acceptance by the City of the Proposer's recommended changes to
the service provider agreement. If there are any concerns or proposed exceptions requested to
the standard service provider agreement, these issues will be discussed at the time the City
awards a contract, if any.
H. Cost of Submittals. All costs incurred during submittal preparation or in any way
associated with the Consultant's preparations or submission shall be the sole
responsibility of the Consultant.
I. Liability for Submittal Errors. Consultants are liable for all errors and omissions
contained in their submittals.
J. Permits and Licenses. Consultants, at their sole expense, shall obtain and maintain during the
term of any agreement all appropriate permits, certificates, and licenses including, but not
limited to, a City Business License, which will be required in connection with the performance of
on-call consulting services.
VII. ADDITIONAL CONSIDERATIONS AND ASSUMPTIONS
1. All works submitted to and accepted by the City must be an original piece created by
the Contractor.
2. All works submitted by the Contractor must be in standard U.S. English and adhere to
the Branding and Style Guide.
3. All works must be submitted in Microsoft Word format and include a headline pertaining to
the work in bold. The work should appear in a non-bolded Calibri, 12-point font.
4. The City reserves the right to use all submitted works in current and/or future forms of
current media and/or media to be developed.
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Proposed Timeline
Release RFQ October 22, 2021
Questions and Answer Deadline November 12, 2021 – 2 pm
RFQ opening date (submission deadline) November 19, 2021 – 2 pm
Evaluation of proposals November 19 – December 3, 2021
Selection & Contract Signing December 3 – 10, 2021
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AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [date], by and between
the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and [CONTRACTOR'S
OR CONSULTANT'S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor or Consultant.
W I T N E S S E T H:
WHEREAS, the City wants to [generally describe the service we want to be performed].
WHEREAS, [Contractor/Consultant] is qualified to perform this type of service and has submitted a
[proposal/quote * please always get a proposal in writing] to do so, which has been accepted by City.
NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and
entered, as first written above, until [DATE] and acceptance or completion of said services.
2. INCORPORATION BY REFERENCE City RFQ ______ and Contractor's proposal dated [date]
is hereby incorporated in and made a part of this Agreement and attached as Exhibit A. The City's terms and
conditions are hereby incorporated in and made a part of this Agreement as Exhibit B. To the extent that
there are any conflicts between the Contractor's fees and scope of work and the City's terms and conditions,
the City's terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both
parties.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay
and Contractor shall receive therefor compensation [______________].
4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and Agreements
hereinbefore mentioned to be made and performed by City, Contractor agrees with City to provide services
as set forth in ______
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5. AMENDMENTS. Any amendment, modification, or variation from the terms of this
Agreement shall be in writing and shall be effective only upon approval by the Department Head or City
Manager of the City.
6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No
oral agreement, understanding, or representation not reduced to writing and specifically incorporated
herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation
be binding upon the parties hereto.
7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage
prepaid by registered or certified mail addressed as follows:
City [DEPT]
City of San Luis Obispo
Contractor/Consultant Name
8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and empowered to
execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and
year first above written.
CITY OF SAN LUIS OBISPO, A Municipal Corporation
By:_____________________________________
[City Manager Or Dept Head]
APPROVED AS TO FORM: CONTRACTOR
________________________________ By: _____________________________________
City Attorney
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GENERAL TERMS AND CONDITIONS
1. Insurance Requirements. The Contractor shall provide proof of insurance in the form,
coverages and amounts specified in Section E of the City's Request for Proposal referenced in
paragraph 2 of the Agreement, unless changes are otherwise approved and agreed to in writing
between the parties. If the Agreement is entered into outside of a Request for Proposal, Contractor
shall provide proof of insurance in the form of coverages and amounts specified in Exhibit C.
2. Business License & Tax. The Contractor must have a valid City of San Luis Obispo business
license & tax certificate before execution of the contract. Additional information regarding the
City's business tax program may be obtained by calling (805) 781-7134.
3. Ability to Perform. The Contractor warrants that it possesses, or has arranged through
subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and
complete the work hereunder in compliance with all federal, state, county, City, and special district laws,
ordinances, and regulations.
4. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and
comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances,
regulations and adopted codes during its performance of the work.
5. Payment of Taxes. The contract prices shall include full compensation for all taxes that the
Contractor is required to pay.
6. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges
and fees, and give all notices necessary.
7. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to
safety established by OSHA and the California Division of Industrial Safety.
8. Public and Employee Safety. Whenever the Contractor's operations create a condition
hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish,
erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take
such other protective measures as are necessary to prevent accidents or damage or injury to the public
and employees.
9. Preservation of City Property. The Contractor shall provide and install suitable safeguards,
approved by the City, to protect City property from injury or damage. If City property is injured or
damaged resulting from the Contractor's operations, it shall be replaced or restored at the Contractor's
expense. The facilities shall be replaced or restored to a condition as good as when the Contractor
began work.
10. Immigration Act of 1986. The Contractor warrants on behalf of itself and all
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subcontractors engaged for the performance of this work that only persons authorized to work in the
United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws
shall be employed in the performance of the work hereunder.
11. Contractor Nondiscrimination. In the performance of this work, the Contractor agrees that it
will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in
employment of persons because of age, race, color, sex, national origin or ancestry, sexual
orientation, or religion of such persons.
12. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done
hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire,
earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to
federal government restrictions arising out of defense or war programs, then the time of completion
may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the
Contractor. In the event that there is insufficient time to grant such extensions prior to the completion
date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that
may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to
the reasons for such delay, and making a finding as to the causes of same.
13. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice
and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor
(Net 30).
14. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to
ascertain that the services of the Contractor are being performed in accordance with the requirements
and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the
City's inspection and approval. The inspection of such work shall not relieve Contractor of any of its
obligations to fulfill its contract requirements.
15. Audit. The City shall have the option of inspecting and/or auditing all records and other written
materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to
Contractor.
16. Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not
acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree with
the performance of the work hereunder. The Contractor further covenants that, in the performance of
this work, no subcontractor or person having such an interest shall be employed. The Contractor
certifies that no one who has or will have any financial interest in performing this work is an officer or
employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the
Contractor shall at all times be deemed an independent contractor and not an agent or employee of the
City.
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17. Hold Harmless and Indemnification.
(a) Non-design, non-construction Professional Services: To the fullest extent permitted by
law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant
shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees,
volunteers, and agents ("City Indemnitees"), from and against any and all causes of action,
claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels' fees
and costs of litigation ("claims"), arising out of the Consultant's performance or Consultant's
failure to perform its obligations under this Agreement or out of the operations conducted by
Consultant, including the City's active or passive negligence, except for such loss or damage
arising from the sole negligence or willful misconduct of the City. In the event the City
Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising
from Consultant's performance of this Agreement, the Consultant shall provide a defense to the
City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense,
including reasonable legal fees, incurred in defense of such claims.
(b) Non-design, construction Professional Services: To the extent the Scope of Services
involve a "construction contract" as that phrase is used in Civil Code Section 2783, this paragraph
shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not
limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend,
and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents
("City Indemnitees"), from and against any and all causes of action, claims, liabilities, obligations,
judgments, or damages, including reasonable legal counsels' fees and costs of litigation
("claims"), arising out of the Consultant's performance or Consultant's failure to perform its
obligations under this Agreement or out of the operations conducted by Consultant, except for
such loss or damage arising from the active negligence, sole negligence or willful misconduct of
the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other
adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant
shall provide a defense to the City Indemnitees or at the City's option, reimburse the City
Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such
claims.
(c) Design Professional Services: In the event Consultant is a "design professional", and the
Scope of Services require Consultant to provide "design professional services" as those phrases
are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To
the fullest extent permitted by law (including, but not limited to California Civil Code Sections
2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected
officials, officers, employees, volunteers and agents ("City Indemnitees"), from and against all
claims, damages, injuries, losses, and expenses including costs, attorney fees, expert Consultant
and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness
or willful misconduct of Consultant, except to the extent caused by the sole negligence, active
negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of
any subcontractor employed by Consultant shall be conclusively deemed to be the negligence,
recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In
the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial
proceeding arising from Consultant's performance of this Agreement, the Consultant shall
provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees
their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no
event shall the cost to defend charged to Consultant
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under this paragraph exceed Consultant's proportionate percentage of fault. However,
notwithstanding the previous sentence, in the event one or more defendants is unable to pay its
share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and
confer with other parties regarding unpaid defense costs.
(d) The review, acceptance or approval of the Consultant's work or work product by any
indemnified party shall not affect, relieve or reduce the Consultant's indemnification or defense
obligations. This Section survives completion of the services or the termination of this contract.
The provisions of this Section are not limited by and do not affect the provisions of this contract
relating to insurance.
18. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of
the contract, or its right, title or interest, or its power to execute such a contract to any individual or
business entity of any kind without the previous written consent of the City.
19. Termination for Convenience. The City may terminate all or part of this Agreement for any or
no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this
Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products,
a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom
products, the less of a reasonable price for the raw materials, components work in progress and any
finished units on hand or the price per unit reflected on this Agreement. For termination of any services
pursuant to this Agreement, the City's liability will be the lesser of a reasonable price for the services
rendered prior to termination, or the price for the services reflected on this Agreement. Upon
termination notice from the City, Contractor must, unless otherwise directed, cease work and follow the
City's directions as to work in progress and finished goods.
20. Termination. If, during the term of the contract, the City determines that the Contractor is not
faithfully abiding by any term or condition contained herein, the City may notify the Contractor in
writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day
notice of time thereafter in which to perform said work or cure the deficiency.
If the Contractor has not performed the work or cured the deficiency within the ten days specified in
the notice, such shall constitute a breach of the contract and the City may terminate the contract
immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any
further duties, obligations, responsibilities, or rights under the contract except, however, any and all
obligations of the Contractor's surety shall remain in full force and effect, and shall not be extinguished,
reduced, or in any manner waived by the terminations thereof.
In said event, the Contractor shall be entitled to the reasonable value of its services performed from the
beginning date in which the breach occurs up to the day it received the City's Notice of Termination,
minus any offset from such payment representing the City's damages from such breach. "Reasonable
value" includes fees or charges for goods or services as of the last milestone or task satisfactorily
delivered or completed by the Contractor as may be set forth in
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the Agreement payment schedule; compensation for any other work, services or goods performed or
provided by the Contractor shall be based solely on the City's assessment of the value of the work-in-
progress in completing the overall work scope.
The City reserves the right to delay any such payment until completion or confirmed abandonment of
the project, as may be determined in the City's sole discretion, so as to permit a full and complete
accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the
compensation quoted in its proposal.
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INSURANCE REQUIREMENTS: Consultant Services
The Contractor shall procure and maintain for the duration of the contract insurance against claims
for injuries to persons or damages to property which may arise from or in connection with the
performance of the work hereunder by the Contractor, its agents, representatives, employees, or
subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1
(any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the Consultant's profession.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Contractor; products
and completed operations of the Contractor; premises owned, occupied or used by the
Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage
shall contain no special limitations on the scope of protection afforded to the City, its officers,
officials, employees, agents or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary
insurance as respects the City, its officers, officials, employees, agents and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents or
volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
3. The Contractor's insurance shall apply separately to each insured against whom claim is made or
suit is brought, except with respect to the limits of the insurer's liability.
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4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be
suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30)
days' prior written notice by certified mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no
less than A:VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be
received and approved by the City before work commences.
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications
under
the present business name: .
Describe fully three contracts performed by your Firm within the last five years that demonstrate your ability
to provide the services included with the scope of the specifications. Attach additional pages if required.
The City reserves the right to contact each of the references listed for additional information regarding your
Firm's qualifications.
Reference No. 1
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
Reference No. 2
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
Reference No. 3
Customer Name
Contact Individual
Telephone & FAX number
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Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
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STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The bidder shall state whether it or any of its officers or employees who have a proprietary interest in
it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
◼ Do you have any disqualification as described in the above paragraph to declare?
Yes No
◼ If yes, explain the circumstances.
Executed on _________ at ________ under penalty of perjury of the laws of the State of California, that the
foregoing is true and correct.
Signature of Authorized Bidder Representative
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